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Showing 1 - 4 of 4 results for "NEO Financial Solutions"

Fintech acquires licensee

ELIZABETH MCARTHUR  |  FRIDAY, 26 JUN 2020
... fintech provider has acquired a financial services licensee, for an undisclosed sum. PictureWealth acquired NEO Financial Solutions, the licensee will now become a wholly owned subsidiary of PictureWealth. As at March 31, NEO was home to 83 financial ...

ASIC accepts EU from Perth advice firm

ALEX BURKE  |  TUESDAY, 13 SEP 2016
... undertaking from a Perth financial advice firm. The regulator expressed concerns about compliance management at Neo Financial Solutions and has requested the group engage with an independent expert to assess these issues. Specifically, ASIC said Neo's ...

ASIC bans ex-Genesys adviser

ALEX BURKE  |  THURSDAY, 1 OCT 2015
... provide appropriate advice," said ASIC deputy chair Peter Kell. Up until his banning, Zelka worked for NEO Financial Solutions. Another NEO adviser, Alfie Chong, who formerly with NAB-aligned Meritum Financial Group, was also banned by ASIC in Septem ...

Ibbotson secures NEO Financial Solutions mandate

ELISE BURGESS  |  WEDNESDAY, 1 FEB 2012
Ibbotson Associates Australia has been appointed dedicated implemented investment consultant for NEO Financial Solutions, developing the group's advice processes and practice management. Founded by Mark Edman and Mark Woods, both Woods and Edman were ...
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